Whitley Penn Acquires Dallas-Based Firm

Speer & Associates Ltd. of Dallas joined Fort Worth, Texas-based Whitley Penn (FY18 net revenue of $114.1 million) on Nov. 1. The group will work out of the Plano, Texas, location.

“This is a great opportunity to offer our clients additional services and industry experience locally, nationally and internationally,” says M.L. Speer, MP of Speer & Associates.

The Speer & Associates team of professionals are known for their full-service tax planning and consulting experience with a strong concentration in the real estate industry.

“M.L. and his team bring added tax and consulting experience to our firm. They share the same value of relationships being the foundation and we look forward to this next chapter together,” says Larry Autrey, MP for Whitley Penn.

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